AA
Addison Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
6,852
+1,265
| +23% | +$277K | 0.37% | 58 |
|
|
2025
Q1 | $781K | Buy |
5,587
+45
| +0.8% | +$6.29K | 0.21% | 78 |
|
|
2024
Q4 | $924K | Buy |
5,542
+46
| +0.8% | +$7.67K | 0.26% | 70 |
|
|
2024
Q3 | $937K | Sell |
5,496
-70
| -1% | -$11.9K | 0.26% | 69 |
|
|
2024
Q2 | $786K | Buy |
5,566
+300
| +6% | +$42.4K | 0.25% | 74 |
|
|
2024
Q1 | $661K | Sell |
5,266
-472
| -8% | -$59.3K | 0.23% | 81 |
|
|
2023
Q4 | $605K | Buy |
5,738
+566
| +11% | +$59.7K | 0.24% | 79 |
|
|
2023
Q3 | $548K | Buy |
5,172
+39
| +0.8% | +$4.13K | 0.26% | 76 |
|
|
2023
Q2 | $611K | Buy |
5,133
+181
| +4% | +$21.6K | 0.3% | 66 |
|
|
2023
Q1 | $460K | Buy |
4,952
+46
| +0.9% | +$4.27K | 0.26% | 77 |
|
|
2022
Q4 | $401K | Buy |
4,906
+82
| +2% | +$6.7K | 0.24% | 83 |
|
|
2022
Q3 | $295K | Sell |
4,824
-435
| -8% | -$26.6K | 0.18% | 95 |
|
|
2022
Q2 | $367K | Sell |
5,259
-151
| -3% | -$10.5K | 0.22% | 85 |
|
|
2022
Q1 | $448K | Buy |
5,410
+1,342
| +33% | +$111K | 0.25% | 81 |
|
|
2021
Q4 | $355K | Buy |
4,068
+2,216
| +120% | +$193K | 0.22% | 79 |
|
|
2021
Q3 | $161K | Buy |
1,852
+18
| +1% | +$1.57K | 0.13% | 93 |
|
|
2021
Q2 | $143K | Buy |
+1,834
| New | +$143K | 0.12% | 109 |
|
|
2020
Q4 | $99K | Buy |
+1,537
| New | +$99K | 0.09% | 128 |
|